Wealth Planning and Management

As authorised representatives of Lonsdale Financial Group Limited, dmca Wealth Solutions Pty Ltd have the skills and experience to provide you with a full range of wealth planning and management advice. 

Our aim is to provide you with a fixed fee for our services which is agreed with you at the start.  This is to ensure that you are fully aware of the total cost of our service to you so that you can align this with the value you receive from our advice.  Our usual practice is to rebate all up-front and trailing commissions on non insurance products acquired unless you request otherwise.

We are well placed to assist you in the following areas:

·         Strategic planning to build & maintain long-term wealth

·         Superannuation, in particular strategic planning for self managed super funds

·         Taxation planning & management

·         Estate & business succession planning

·         Investment management & portfolio construction

·         Debt management

·         Risk Insurance

·         Finance

 

The above services compliment the full range of accounting, taxation and business advisory services provided by dmca Chartered Accountants.   This enables us to ensure that our clients receive a holistic approach to their business & personal affairs.

For further information on how dmca Wealth Solutions Pty Ltd can help you achieve your financial goals, please contact Tania Tonkin, Director, CA FTIA Dip. FS (Financial Planning) at ttonkin@dmca.com.au or on (08) 8272 5620.

    dmca Wealth Solutions Pty Ltd                                                                                       
       is an Authorised Representative of 
       Lonsdale Financial Group Limited
       Australian Financial Services Licensee
       License number 246934
       ABN 76 006 637 225
 


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